Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | COM | 1401 | $44,932 | 626 | 0.00 | 0.00 | -255 | -28.94 | 03-31-2024 |
| JANICZEK WEALTH MANAGEMENT LLC | COM | 1402 | $44,987 | 626 | 0.00 | 0.00 | 68 | 12.19 | 03-31-2024 |
| SALOMON & LUDWIN LLC | COM | 1403 | $43,816 | 610 | 0.00 | 610 | +Inf | 03-31-2024 | |
| BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 03-31-2024 |
